Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$983B
AUM Growth
-$31.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,919
New
Increased
Reduced
Closed

Top Buys

1
+$2.27B
2
+$1B
3
+$936M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$895M
5
EXPE icon
Expedia Group
EXPE
+$617M

Top Sells

1
+$2.59B
2
+$907M
3
+$867M
4
PDD icon
Pinduoduo
PDD
+$624M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$610M

Sector Composition

1 Technology 20.63%
2 Healthcare 10.41%
3 Financials 10.12%
4 Consumer Discretionary 8.9%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4051
$2.83M ﹤0.01%
417,119
+184,286
4052
$2.82M ﹤0.01%
50,284
-4,225
4053
$2.82M ﹤0.01%
140,626
+5,301
4054
$2.82M ﹤0.01%
406,339
-2,118
4055
$2.82M ﹤0.01%
338,065
-80,922
4056
$2.82M ﹤0.01%
103,440
+35,972
4057
$2.82M ﹤0.01%
33,745
-21,517
4058
$2.81M ﹤0.01%
233,357
-12,131
4059
$2.81M ﹤0.01%
292,162
-107,685
4060
$2.8M ﹤0.01%
213,506
-231,152
4061
$2.8M ﹤0.01%
61,235
+16,583
4062
$2.79M ﹤0.01%
146,732
-740
4063
$2.79M ﹤0.01%
226,539
-55,415
4064
$2.78M ﹤0.01%
1,619,067
+1,288,157
4065
$2.78M ﹤0.01%
114,758
-371,004
4066
$2.78M ﹤0.01%
669,460
+248,366
4067
$2.78M ﹤0.01%
174,764
-147,085
4068
$2.78M ﹤0.01%
263,786
+7,047
4069
$2.77M ﹤0.01%
327,259
-54,592
4070
$2.77M ﹤0.01%
123,042
-8,115
4071
$2.77M ﹤0.01%
264,631
-75,693
4072
$2.77M ﹤0.01%
90,282
+79,532
4073
$2.77M ﹤0.01%
419,034
+54,264
4074
$2.77M ﹤0.01%
91,793
-20,453
4075
$2.76M ﹤0.01%
170,236
+20,782
161 162
163
164 165